November 2024 Inspired Perspectives Webinar Series
Our Inspired Perspectives webinar series provides specialized knowledge, forward-thinking solutions, and industry depth to organizations of any size. Webinars are held throughout the year on a variety of topics, including digital transformation, strategic financial management and operations, planning for transition, compliance, and more. All webinars are complimentary.
Panel: How CFOs Can Optimize Their Tech Stack to Increase Performance
Monday, November 4, 2024 | 12 - 1 p.m. CT | 10 - 11 a.m. PT
Join our webinar as we discuss how technology drives a high-performance culture. We will cover common challenges and roadblocks, key considerations in your technology stack, and strategies to improve performance, increase organizational efficiency, and prepare your organization for change.
Moderator
Trina Michels, Senior Manager
Panelists
Jon Ault, Principal
Alan Clark, MAcc, Director
Lori Love, CPA, Outsourced Accounting Senior Manager
Cybersecurity Issues for Plan Sponsors
Tuesday, November 5, 2024 | 12 - 1 p.m. CT | 10 - 11 a.m. PT
Employee benefit plans are ripe for identity theft and many other potential cyber scenarios. This webinar will explore measures to prepare for a cyber incident now, saving your organization significant time and money in the future.
Presenter
Matt Zaruba, CISA, CISSP, CGEIT, CRISC, Director of Cybersecurity
Judy Hensley, Ph.D, J.D., Principal, Compensation & Benefits Tax Practice Leader
Wealth Transition Update
Thursday, November 7, 2024 | 11 a.m. - 12 p.m. CT | 9 - 10 a.m. PT
Our wealth transition update will highlight important strategies and considerations to help you achieve your objectives for you, your charities, your business, and your family.
Presenter
Devin Hecht, J.D., LL.M., Principal/Wealth Transition Services Practice Leader
The Future of Sustainability, Carbon Accounting, and ESG
Wednesday, November 13, 2024 | 12 - 1 p.m. CT | 10 - 11 a.m. PT
This session will equip you with the knowledge and skills to navigate the evolving landscape of business sustainability and Environmental, Social, and Governance (ESG) concepts.
Presenters
Kristin Gustafson, PE, CEM, BEMP, LEED AP, Principal/Sustainability &
Energy Incentives Leader
Mark Rogers, Principal, Business Credits & Incentives
Kristin Rebenitsch, CPA, Partner
Audrey Donovan, CIA, CGAP, CRMA, Senior Manager
Economic and Market Update with Jeffrey Kleintop
Thursday, November 14, 2024 | 11 a.m. - 12 p.m. CT | 9 - 10 a.m. PT
Eide Bailly invites you to join us for a webinar presented by Jeffrey Kleintop, Managing Director and Chief Global Investment Strategist at Charles Schwab & Co. During this webinar, Jeffrey will discuss key topics surrounding the Global Market Outlook.
Facilitator
Brad Kelley, Principal/Wealth
Presenter
Jeffrey Kleintop, CFA, Managing Director, Chief Global Investment Strategist
Charles Schwab & Co., Inc.
Ending the Year Right: Payroll, Compensation, & Benefits
Wednesday, November 20, 2024 | 12 - 1:30 p.m. CT | 10 – 11:30 a.m. PT
Join us for a discussion surrounding updates and items to keep in mind as you prepare for year-end. We’ll provide information to help you correctly report W2s for 2024, provide relevant updates for both federal and state compliance, and discuss key compensation and benefits considerations and changes for year-end.
Presenters
Angie Ziegler, CPP, Principal, Outsourced and Managed Services
Kate Stenzel, CPP, Outsourced Payroll Senior Manager
Bill Hopkins, J.D., Senior Manager
Affordable Care Act: 30 Minute Roundtable
Thursday, November 21, 2024 | 9 - 9:30 a.m. CT | 7 - 7:30 a.m. PT
The Affordable Care Act continues to be a misunderstood, complex set of rules as it relates to the 1094-C and 1095-C reporting requirements. In this session, we will review the latest developments and discuss how to ensure compliance.
This webinar does not qualify for CPE.
Presenters
Tonya Rule, CPA, Partner/Affordable Care Act Practice Leader
Breanna Nagel, EA, Manager
Joe Dutson, Manager